Merrill Merrill Chartered
Plan context: Merrill Merrill Chartered Profit Sharing Plan
EIN 82-0313185 • Pocatello, ID • 26 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$1,404,454
2024 Contributions
$64,377
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 12 | $1,404,454 | $64,377 | $5,365iApproximate average salary by contribution assumption: employee only about $134,119 at 4% or $89,413 at 6%; with 50% employer match about $89,413 at 4% or $59,608 at 6%; with 100% employer match about $67,059 at 4% or $44,706 at 6%. |
| Merrill Merrill Chartered Profit Sharing Plan | - | 12 | $1,404,454 | $64,377 | $5,365iApproximate average salary by contribution assumption: employee only about $134,119 at 4% or $89,413 at 6%; with 50% employer match about $89,413 at 4% or $59,608 at 6%; with 100% employer match about $67,059 at 4% or $44,706 at 6%. |
| 2023 | 1 | 15 | $1,281,291 | $67,806 | $4,520iApproximate average salary by contribution assumption: employee only about $113,010 at 4% or $75,340 at 6%; with 50% employer match about $75,340 at 4% or $50,227 at 6%; with 100% employer match about $56,505 at 4% or $37,670 at 6%. |
| Merrill Merrill Chartered Profit Sharing Plan | - | 15 | $1,281,291 | $67,806 | $4,520iApproximate average salary by contribution assumption: employee only about $113,010 at 4% or $75,340 at 6%; with 50% employer match about $75,340 at 4% or $50,227 at 6%; with 100% employer match about $56,505 at 4% or $37,670 at 6%. |
| 2022 | 1 | 14 | $1,292,232 | $91,764 | $6,555iApproximate average salary by contribution assumption: employee only about $163,864 at 4% or $109,243 at 6%; with 50% employer match about $109,243 at 4% or $72,829 at 6%; with 100% employer match about $81,932 at 4% or $54,621 at 6%. |
| Merrill Merrill Chartered Profit Sharing Plan | - | 14 | $1,292,232 | $91,764 | $6,555iApproximate average salary by contribution assumption: employee only about $163,864 at 4% or $109,243 at 6%; with 50% employer match about $109,243 at 4% or $72,829 at 6%; with 100% employer match about $81,932 at 4% or $54,621 at 6%. |
| 2021 | 1 | 14 | $1,359,996 | $154,163 | $11,012iApproximate average salary by contribution assumption: employee only about $275,291 at 4% or $183,527 at 6%; with 50% employer match about $183,527 at 4% or $122,352 at 6%; with 100% employer match about $137,646 at 4% or $91,764 at 6%. |
| Merrill Merrill Chartered Profit Sharing Plan | - | 14 | $1,359,996 | $154,163 | $11,012iApproximate average salary by contribution assumption: employee only about $275,291 at 4% or $183,527 at 6%; with 50% employer match about $183,527 at 4% or $122,352 at 6%; with 100% employer match about $137,646 at 4% or $91,764 at 6%. |
| 2020 | 1 | 14 | $1,062,656 | $109,912 | $7,851iApproximate average salary by contribution assumption: employee only about $196,271 at 4% or $130,848 at 6%; with 50% employer match about $130,848 at 4% or $87,232 at 6%; with 100% employer match about $98,136 at 4% or $65,424 at 6%. |
| Merrill Merrill Chartered Profit Sharing Plan | - | 14 | $1,062,656 | $109,912 | $7,851iApproximate average salary by contribution assumption: employee only about $196,271 at 4% or $130,848 at 6%; with 50% employer match about $130,848 at 4% or $87,232 at 6%; with 100% employer match about $98,136 at 4% or $65,424 at 6%. |
| 2019 | 1 | 13 | $890,761 | $44,621 | $3,432iApproximate average salary by contribution assumption: employee only about $85,810 at 4% or $57,206 at 6%; with 50% employer match about $57,206 at 4% or $38,138 at 6%; with 100% employer match about $42,905 at 4% or $28,603 at 6%. |
| Merrill Merrill Chartered Profit Sharing Plan | - | 13 | $890,761 | $44,621 | $3,432iApproximate average salary by contribution assumption: employee only about $85,810 at 4% or $57,206 at 6%; with 50% employer match about $57,206 at 4% or $38,138 at 6%; with 100% employer match about $42,905 at 4% or $28,603 at 6%. |
| 2018 | 1 | 12 | $1,401,696 | $94,874 | $7,906iApproximate average salary by contribution assumption: employee only about $197,654 at 4% or $131,769 at 6%; with 50% employer match about $131,769 at 4% or $87,846 at 6%; with 100% employer match about $98,827 at 4% or $65,885 at 6%. |
| Merrill Merrill Chartered Profit Sharing Plan | - | 12 | $1,401,696 | $94,874 | $7,906iApproximate average salary by contribution assumption: employee only about $197,654 at 4% or $131,769 at 6%; with 50% employer match about $131,769 at 4% or $87,846 at 6%; with 100% employer match about $98,827 at 4% or $65,885 at 6%. |
| 2017 | 1 | 11 | $1,455,795 | $48,387 | $4,399iApproximate average salary by contribution assumption: employee only about $109,970 at 4% or $73,314 at 6%; with 50% employer match about $73,314 at 4% or $48,876 at 6%; with 100% employer match about $54,985 at 4% or $36,657 at 6%. |
| Merrill Merrill Chartered Profit Sharing Plan | - | 11 | $1,455,795 | $48,387 | $4,399iApproximate average salary by contribution assumption: employee only about $109,970 at 4% or $73,314 at 6%; with 50% employer match about $73,314 at 4% or $48,876 at 6%; with 100% employer match about $54,985 at 4% or $36,657 at 6%. |
| 2016 | 1 | 12 | $1,453,075 | $0 | - |
| Merrill Merrill Chartered Profit Sharing Plan | - | 12 | $1,453,075 | - | - |
| 2015 | 1 | 11 | $1,458,785 | $31,191 | $2,836iApproximate average salary by contribution assumption: employee only about $70,889 at 4% or $47,259 at 6%; with 50% employer match about $47,259 at 4% or $31,506 at 6%; with 100% employer match about $35,444 at 4% or $23,630 at 6%. |
| Merrill Merrill Chartered Profit Sharing Plan | - | 11 | $1,458,785 | $31,191 | $2,836iApproximate average salary by contribution assumption: employee only about $70,889 at 4% or $47,259 at 6%; with 50% employer match about $47,259 at 4% or $31,506 at 6%; with 100% employer match about $35,444 at 4% or $23,630 at 6%. |
| 2014 | 1 | 12 | $1,458,533 | $41,963 | $3,497iApproximate average salary by contribution assumption: employee only about $87,423 at 4% or $58,282 at 6%; with 50% employer match about $58,282 at 4% or $38,855 at 6%; with 100% employer match about $43,711 at 4% or $29,141 at 6%. |
| Merrill Merrill Chartered Profit Sharing Plan | - | 12 | $1,458,533 | $41,963 | $3,497iApproximate average salary by contribution assumption: employee only about $87,423 at 4% or $58,282 at 6%; with 50% employer match about $58,282 at 4% or $38,855 at 6%; with 100% employer match about $43,711 at 4% or $29,141 at 6%. |
| 2013 | 1 | 12 | $1,368,587 | $86,012 | $7,168iApproximate average salary by contribution assumption: employee only about $179,192 at 4% or $119,461 at 6%; with 50% employer match about $119,461 at 4% or $79,641 at 6%; with 100% employer match about $89,596 at 4% or $59,731 at 6%. |
| Merrill Merrill Chartered Profit Sharing Plan | - | 12 | $1,368,587 | $86,012 | $7,168iApproximate average salary by contribution assumption: employee only about $179,192 at 4% or $119,461 at 6%; with 50% employer match about $119,461 at 4% or $79,641 at 6%; with 100% employer match about $89,596 at 4% or $59,731 at 6%. |
| 2012 | 1 | 10 | $1,097,112 | $42,430 | $4,243iApproximate average salary by contribution assumption: employee only about $106,075 at 4% or $70,717 at 6%; with 50% employer match about $70,717 at 4% or $47,144 at 6%; with 100% employer match about $53,038 at 4% or $35,358 at 6%. |
| Merrill Merrill Chartered Profit Sharing Plan | - | 10 | $1,097,112 | $42,430 | $4,243iApproximate average salary by contribution assumption: employee only about $106,075 at 4% or $70,717 at 6%; with 50% employer match about $70,717 at 4% or $47,144 at 6%; with 100% employer match about $53,038 at 4% or $35,358 at 6%. |
| 2011 | 1 | 11 | $944,052 | $31,025 | $2,820iApproximate average salary by contribution assumption: employee only about $70,511 at 4% or $47,008 at 6%; with 50% employer match about $47,008 at 4% or $31,338 at 6%; with 100% employer match about $35,256 at 4% or $23,504 at 6%. |
| Merrill Merrill Chartered Profit Sharing Plan | - | 11 | $944,052 | $31,025 | $2,820iApproximate average salary by contribution assumption: employee only about $70,511 at 4% or $47,008 at 6%; with 50% employer match about $47,008 at 4% or $31,338 at 6%; with 100% employer match about $35,256 at 4% or $23,504 at 6%. |
| 2010 | 1 | 14 | $1,432,570 | $64,729 | $4,624iApproximate average salary by contribution assumption: employee only about $115,588 at 4% or $77,058 at 6%; with 50% employer match about $77,058 at 4% or $51,372 at 6%; with 100% employer match about $57,794 at 4% or $38,529 at 6%. |
| Merrill Merrill Chartered Profit Sharing Plan | - | 14 | $1,432,570 | $64,729 | $4,624iApproximate average salary by contribution assumption: employee only about $115,588 at 4% or $77,058 at 6%; with 50% employer match about $77,058 at 4% or $51,372 at 6%; with 100% employer match about $57,794 at 4% or $38,529 at 6%. |
| 2009 | 1 | 13 | $1,262,923 | $70,799 | $5,446iApproximate average salary by contribution assumption: employee only about $136,152 at 4% or $90,768 at 6%; with 50% employer match about $90,768 at 4% or $60,512 at 6%; with 100% employer match about $68,076 at 4% or $45,384 at 6%. |
| Merrill Merrill Chartered Profit Sharing Plan | - | 13 | $1,262,923 | $70,799 | $5,446iApproximate average salary by contribution assumption: employee only about $136,152 at 4% or $90,768 at 6%; with 50% employer match about $90,768 at 4% or $60,512 at 6%; with 100% employer match about $68,076 at 4% or $45,384 at 6%. |
| 2008 | 1 | 10 | $1,207,635 | $39,399 | $3,940iApproximate average salary by contribution assumption: employee only about $98,498 at 4% or $65,665 at 6%; with 50% employer match about $65,665 at 4% or $43,777 at 6%; with 100% employer match about $49,249 at 4% or $32,833 at 6%. |
| Merrill Merrill Chartered Profit Sharing Plan | - | 10 | $1,207,635 | $39,399 | $3,940iApproximate average salary by contribution assumption: employee only about $98,498 at 4% or $65,665 at 6%; with 50% employer match about $65,665 at 4% or $43,777 at 6%; with 100% employer match about $49,249 at 4% or $32,833 at 6%. |
| 2007 | 1 | 9 | $1,688,048 | $42,819 | $4,758iApproximate average salary by contribution assumption: employee only about $118,942 at 4% or $79,294 at 6%; with 50% employer match about $79,294 at 4% or $52,863 at 6%; with 100% employer match about $59,471 at 4% or $39,647 at 6%. |
| Merrill Merrill Chartered Profit Sharing Plan | - | 9 | $1,688,048 | $42,819 | $4,758iApproximate average salary by contribution assumption: employee only about $118,942 at 4% or $79,294 at 6%; with 50% employer match about $79,294 at 4% or $52,863 at 6%; with 100% employer match about $59,471 at 4% or $39,647 at 6%. |
| 2006 | 1 | 12 | $1,752,665 | $83,482 | $6,957iApproximate average salary by contribution assumption: employee only about $173,921 at 4% or $115,947 at 6%; with 50% employer match about $115,947 at 4% or $77,298 at 6%; with 100% employer match about $86,960 at 4% or $57,974 at 6%. |
| Merrill Merrill Chartered Profit Sharing Plan | - | 12 | $1,752,665 | $83,482 | $6,957iApproximate average salary by contribution assumption: employee only about $173,921 at 4% or $115,947 at 6%; with 50% employer match about $115,947 at 4% or $77,298 at 6%; with 100% employer match about $86,960 at 4% or $57,974 at 6%. |
| 2005 | 1 | 12 | $1,434,684 | $52,811 | $4,401iApproximate average salary by contribution assumption: employee only about $110,023 at 4% or $73,349 at 6%; with 50% employer match about $73,349 at 4% or $48,899 at 6%; with 100% employer match about $55,011 at 4% or $36,674 at 6%. |
| Merrill Merrill Chartered Profit Sharing Plan | - | 12 | $1,434,684 | $52,811 | $4,401iApproximate average salary by contribution assumption: employee only about $110,023 at 4% or $73,349 at 6%; with 50% employer match about $73,349 at 4% or $48,899 at 6%; with 100% employer match about $55,011 at 4% or $36,674 at 6%. |
| 2004 | 1 | 10 | $1,264,799 | $64,145 | $6,415iApproximate average salary by contribution assumption: employee only about $160,363 at 4% or $106,908 at 6%; with 50% employer match about $106,908 at 4% or $71,272 at 6%; with 100% employer match about $80,181 at 4% or $53,454 at 6%. |
| Merrill Merrill Chartered Profit Sharing Plan | - | 10 | $1,264,799 | $64,145 | $6,415iApproximate average salary by contribution assumption: employee only about $160,363 at 4% or $106,908 at 6%; with 50% employer match about $106,908 at 4% or $71,272 at 6%; with 100% employer match about $80,181 at 4% or $53,454 at 6%. |
| 2003 | 1 | 13 | $1,042,658 | $36,026 | $2,771iApproximate average salary by contribution assumption: employee only about $69,281 at 4% or $46,187 at 6%; with 50% employer match about $46,187 at 4% or $30,791 at 6%; with 100% employer match about $34,640 at 4% or $23,094 at 6%. |
| Merrill Merrill Chartered Profit Sharing Plan | - | 13 | $1,042,658 | $36,026 | $2,771iApproximate average salary by contribution assumption: employee only about $69,281 at 4% or $46,187 at 6%; with 50% employer match about $46,187 at 4% or $30,791 at 6%; with 100% employer match about $34,640 at 4% or $23,094 at 6%. |
| 2002 | 1 | 12 | $932,660 | $35,281 | $2,940iApproximate average salary by contribution assumption: employee only about $73,502 at 4% or $49,001 at 6%; with 50% employer match about $49,001 at 4% or $32,668 at 6%; with 100% employer match about $36,751 at 4% or $24,501 at 6%. |
| Merrill Merrill Chartered Profit Sharing Plan | - | 12 | $932,660 | $35,281 | $2,940iApproximate average salary by contribution assumption: employee only about $73,502 at 4% or $49,001 at 6%; with 50% employer match about $49,001 at 4% or $32,668 at 6%; with 100% employer match about $36,751 at 4% or $24,501 at 6%. |
| 2001 | 1 | 12 | $0 | $0 | - |
| Merrill Merrill Chartered Profit Sharing Plan | - | 12 | - | - | - |
| 2000 | 1 | 11 | $0 | $0 | - |
| Merrill Merrill Chartered Profit Sharing Plan | - | 11 | - | - | - |
| 1999 | 1 | 12 | $1,143,860 | $60,046 | $5,004iApproximate average salary by contribution assumption: employee only about $125,096 at 4% or $83,397 at 6%; with 50% employer match about $83,397 at 4% or $55,598 at 6%; with 100% employer match about $62,548 at 4% or $41,699 at 6%. |
| Merrill Merrill Chartered Profit Sharing Plan | - | 12 | $1,143,860 | $60,046 | $5,004iApproximate average salary by contribution assumption: employee only about $125,096 at 4% or $83,397 at 6%; with 50% employer match about $83,397 at 4% or $55,598 at 6%; with 100% employer match about $62,548 at 4% or $41,699 at 6%. |